Prospera Financial Services’s Nomura National High-Yield Municipal Bond ETF HTAX Stock Holding History

Prospera Financial Services’s Portfolio HTAX Stock Details HTAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-9,060	Closed	-$220K	–	1456
2025 Q3	$220K	Sell	9,060 -2,470	-21%	-$58.6K	﹤0.01%	1267
2025 Q2	$276K	Buy	+11,530	New	+$277K	0.01%	1142

Other funds holding HTAX

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Prospera Financial Services's HTAX Position: Q4 2025 in Review

Prospera Financial Services sold out of Nomura National High-Yield Municipal Bond ETF (HTAX) in Q4 2025, closing a stake of 9,060 shares — an estimated $220K sold.

Prospera Financial Services first reported a position in HTAX in Q2 2025 and held it in 2 quarters. The position peaked at $276K in Q2 2025. 5 funds tracked by Wall St. Rank hold HTAX as of Q4 2025.

Prospera Financial Services reported no remaining Nomura National High-Yield Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Prospera Financial Services sold 9,060 Nomura National High-Yield Municipal Bond ETF shares in Q4 2025, an estimated $220K.
Prospera Financial Services first reported a position in Nomura National High-Yield Municipal Bond ETF in Q2 2025 and held it in 2 quarters.
Prospera Financial Services's Nomura National High-Yield Municipal Bond ETF position peaked at $276K in Q2 2025.
5 funds tracked by Wall St. Rank held Nomura National High-Yield Municipal Bond ETF as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.